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KCM

Kanawha Capital Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
+8.51%
1 Year Est. Return
+21.3%
3 Year Est. Return
+62.46%
5 Year Est. Return
+78.6%
10 Year Est. Return
+262.97%
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
-$3.54M
Cap. Flow %
-0.24%
Top 10 Hldgs %
35.07%
Holding
224
New
11
Increased
57
Reduced
104
Closed
8

Top Buys

Rank Stock Value
1
TOWN icon
Towne Bank
TOWN
+$1.11M
2
LLY icon
Eli Lilly
LLY
+$1.1M
3
COST icon
Costco
COST
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.4M
2
ORCL icon
Oracle
ORCL
+$1.13M
3
TFC icon
Truist Financial
TFC
+$705K
4
XOM icon
ExxonMobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

Rank Sector Weight
1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$81.8B
$17.5M 1.21%
72,413
-337
-0.5% -$77.3K
CB icon
27
Chubb
CB
$134B
$16.9M 1.17%
59,923
+75
+0.1% +$20.6K
COST icon
28
Costco
COST
$419B
$16.8M 1.16%
18,175
+792
+5% +$759K
AMZN icon
29
Amazon
AMZN
$2.94T
$16.8M 1.16%
76,573
+1,600
+2% +$362K
XOM icon
30
ExxonMobil
XOM
$657B
$15.8M 1.09%
139,983
-5,917
-4% -$658K
BDX icon
31
Becton Dickinson
BDX
$49.4B
$15.4M 1.06%
82,068
+1,185
+1% +$220K
NSC icon
32
Norfolk Southern
NSC
$75.2B
$15.3M 1.06%
50,871
-1,584
-3% -$440K
QCOM icon
33
Qualcomm
QCOM
$171B
$14.2M 0.98%
85,395
-27
-0% -$4.28K
CAT icon
34
Caterpillar
CAT
$388B
$13.2M 0.91%
27,631
-371
-1% -$158K
APD icon
35
Air Products & Chemicals
APD
$68.9B
$13.1M 0.9%
47,892
+582
+1% +$168K
D icon
36
Dominion Energy
D
$59.9B
$13.1M 0.9%
213,407
+7,163
+3% +$426K
NKE icon
37
Nike
NKE
$61.3B
$13M 0.9%
185,908
+1,932
+1% +$144K
KO icon
38
Coca-Cola
KO
$372B
$11.9M 0.82%
178,909
-3,755
-2% -$258K
MDT icon
39
Medtronic
MDT
$116B
$11.5M 0.8%
121,159
+661
+0.5% +$60.8K
SO icon
40
Southern Company
SO
$106B
$11.3M 0.78%
119,547
+567
+0.5% +$52.9K
USB icon
41
US Bancorp
USB
$100B
$11.3M 0.78%
233,133
+7,055
+3% +$334K
HD icon
42
Home Depot
HD
$353B
$11.1M 0.77%
27,492
+51
+0.2% +$20.1K
NVDA icon
43
NVIDIA
NVDA
$5.27T
$10.9M 0.75%
58,320
+1,756
+3% +$306K
VZ icon
44
Verizon
VZ
$196B
$10.7M 0.74%
243,040
+6,702
+3% +$290K
MMM icon
45
3M
MMM
$94.4B
$10.1M 0.7%
65,403
-1,830
-3% -$282K
EMR icon
46
Emerson Electric
EMR
$91.7B
$9.77M 0.68%
74,445
-145
-0.2% -$19.8K
TFC icon
47
Truist Financial
TFC
$63.9B
$9.74M 0.67%
212,994
-15,636
-7% -$705K
AVGO icon
48
Broadcom
AVGO
$1.98T
$9.63M 0.67%
29,199
+248
+0.9% +$76.1K
XLK icon
49
State Street Technology Select Sector SPDR ETF
XLK
$122B
$9.57M 0.66%
67,884
-358
-0.5% -$47.4K
TGT icon
50
Target
TGT
$69.2B
$8.93M 0.62%
99,551
+734
+0.7% +$72.3K
1
2
3 4 5

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Kanawha Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kanawha Capital Management held 224 positions worth $1.45B, up 7.1% from $1.35B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Kanawha Capital Management's Q3 2025 filing shows 11 new, 57 increased, 104 reduced and 8 closed positions. Its largest new stake was Towne Bank: 30,901 shares worth $1.07M. The largest sale was Microsoft, an estimated $1.4M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 26% a quarter earlier, followed by Financials and Industrials.

  • Kanawha Capital Management's largest Q3 2025 buy was Towne Bank: 30,901 shares worth $1.07M.
  • Kanawha Capital Management added most to Eli Lilly in Q3 2025, an estimated $1.1M increase.
  • Kanawha Capital Management's biggest Q3 2025 reduction was Microsoft, cutting an estimated $1.4M.
  • Kanawha Capital Management fully exited Marsh in Q3 2025, selling an estimated $433K.
  • Kanawha Capital Management's ten largest holdings make up 35% of its $1.45B portfolio in Q3 2025.
  • Kanawha Capital Management opened 11 new positions and closed 8 in Q3 2025.
  • Kanawha Capital Management's portfolio value rose 7.1% quarter-over-quarter to $1.45B.

Based on Kanawha Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.